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Find Retirement Planners for Retirement Planning in Georgia

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Georgia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Georgia

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Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2257

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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

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Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

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Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

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Advisory South

Advisory South

3740 Davinci Court
Suite 430

Norcross, GA 30092

770-843-6333

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Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

List of Additional Retirement Planners in Georgia*

* Additional advisor listing is provided in partnership with Yext

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Centurion Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6302

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Sean Houston - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3049

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Joseph Coleman - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6348

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Oconee State Financial Services

706-769-3629

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Yes to Yas Consulting

470-750-0022

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Allstate Personal Financial Representative: Raul Lopez

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
818-517-6625

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K. Michele Sims - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6457

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The Palisades

5909 Peachtree Dunwoody Road Bdg D
Ste 1100

Atlanta, GA 30328
770-730-2000

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Kelly D. Finger

9654 Lavonia Road

Carnesville, GA 30521
706-384-2415

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The Platinum Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3314

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Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

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Edwin Mayer - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1748

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Susan L Smith - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6391

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The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

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BLW Financial Services

4501 New Jesup Highway
Suite 104

Brunswick, GA 31520
912-571-4612

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Mike Fulton

2450 Atlanta Highway
Suite 901

Cumming, GA 30040
404-514-9312

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John Skinner

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6774

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Apex Insurance Advisors

3796 Tamiami Trail

Cumming, GA 30041
770-888-3151

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Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

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Morgan Stanley Financial Advisors

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4600

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Acumen Investment Strategies, LLC

1800 Phoenix Blvd. Bldg 400
Suite 400-14

Atlanta, GA 30349
404-487-0046

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McGrath Consulting - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3260

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Allegiance Retirement Solutions

1790 Atkinson Road
Suite C

Lawrenceville, GA 30043
404-815-9470

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Sendhavkumar Nagar

770-242-7163

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Allstate Personal Financial Representative: Gregory Robinson

7160 Moon Rd
Ste F

Columbus, GA 31909
706-464-7800

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Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

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Steve Zamojski - Morgan Stanley Financial Advisor

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6842

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4P Wealth Trust

6600 Peachtree Dunwoody Road
Embassy Row 600 Suite 575

Atlanta, GA 30328
470-474-4798

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Broadland Wealth Management - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6446

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Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

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Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

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George David Fritts - Ameriprise Financial Services, LLC

6000 Lake Forrest Dr
Ste 107

Atlanta, GA 30328
770-609-6322

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Active Financial Group

600 Kennesaw Avenue
Suite 100

Marietta, GA 30060
678-574-0080

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Lee Ann Gregg - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5725

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Daniel Spencer - Ameriprise Financial Services, Inc.

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

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Balance Wealth

125 TownPark Drive
Suite 300

Kennesaw, GA 30144
404-441-9387

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Fifth Third Private Bank - Raanan Pritzker

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4512

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Elizabeth Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

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Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

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Bob Langdale - Morgan Stanley

2906 N Patterson St

Valdosta, GA 31602
229-293-3909

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First Command Financial Advisor - Bryan Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

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Gary Lee Harr - Ameriprise Financial Services, LLC

612 Ridgewood Ter

Gainesville, GA 30501
770-538-0056

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Alexander Blaire Financial Consulting, Inc.

295 West Crossville Road
Suite 820

Roswell, GA 30075
678-352-8800

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The Telos Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

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Regimen Wealth - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

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Allstate Personal Financial Representative: Amanda Corbin

3041 Martha Berry Hwy NW

Rome, GA 30165
706-844-7888

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Morgan Stanley Financial Advisors

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9140

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Ragan Earl DeFreese - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
404-760-3047

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Donn Walter Sant - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1019

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Spencer Horowitz - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6622

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Morgan Stanley Financial Advisors

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7600

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Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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Morgan Stanley Financial Advisors

225 S Milledge Ave

Athens, GA 30605
706-353-0001

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The Reynolds Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8516

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Atlanta, GA Branch Office - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3000

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Adele J. Gabbay Muir - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3244

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Christopher S. Moorman, CFP - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

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Ron Washburn - Ameriprise Financial Services, LLC

422 E State St
Apt A

Savannah, GA 31401
912-341-0810

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Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

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Grace Multani - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-664-3341

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Browne, Draper, & Land Financial Concepts

118 West King Street

Dalton, GA 30720
706-226-0144

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Christopher A. Smith, CFP - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3620

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Coleman H Rudolph - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6388

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Lee Friedman, CFP - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3635

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Cornerstone Management

655 Engineering Drive
Suite 110

Peachtree Corners, GA 30092
770-449-7799

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Edward Jones - Financial Advisor: Daniel L Dunn

128 1st St SE

Moultrie, GA 31768
229-890-0946

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Shuning Li

470-375-7759

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Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

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Edward Jones - Financial Advisor: Jason M Arnold

1608 Tree Lane
Building B Suite 201

Snellville, GA 30078
770-736-1476

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Hunter Hamm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3015

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Matthew Herzwurm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3025

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Trey Kinney - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7662

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Edward Jones - Financial Advisor: Mike Martin, CFP®

18 Eastbrook Bend
Ste A

Peachtree City, GA 30269
678-364-1204

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Mike Butler - Ameriprise Financial Services, LLC

75 Jackson St
Ste 403 Bldg 400

Newnan, GA 30263
770-683-8740

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Amy Hefner - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3357

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Jeffrey Hollis - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7613

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Edward Jones - Financial Advisor: Eric B Adams

2710 Highway 155 S

Locust Grove, GA 30248
770-288-3377

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Marek M. Misewicz - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3147

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Chris Wynne - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1740

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Nigel Mannington Fleming - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8525

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The Mercury Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

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Atlanta GA, Private Wealth Management - UBS Financial Services Inc.

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

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Lisa Lubar - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1752

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John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

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Enos Slauson - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

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First Command Financial Advisor - Brad Witham

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

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Louie Burrus - Ameriprise Financial Services, LLC

3 Bradley Park Ct
Ste E

Columbus, GA 31904
706-568-1119

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Matthew P Newall - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7639

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Lawrence Fahrenkrug - Ameriprise Financial Services, LLC

3725 Lawrenceville-Suwanee Rd
Ste A-7

Suwanee, GA 30024
770-904-2918

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Allstate Personal Financial Representative: William Hodge

4015 Washington Rd
Ste J

Martinez, GA 30907
706-831-7902

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Marc B Cohen - Ameriprise Financial Services, LLC

3655 Brookside Pkwy
Ste 240

Alpharetta, GA 30022
470-545-6833

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Jonathan Seidel - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2881

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David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

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Matthew Mc Cullough - Ameriprise Financial Services, LLC

206 Madison Ave N

Douglas, GA 31533
904-296-1613

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Allen Shpigel - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

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Michael G Sasser - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7693

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Durham Hamilton Jr. - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2117

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Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

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Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

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Sanabria Credit Repair

404-707-5949

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Derek Giddings - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-1699

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Planters First Bank- Pineview Drive In

106 North Pine Street

Pineview, GA 31071
229-624-2475

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Shannon Thomason - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7616

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Grey Duddleston - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2159

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Bruce G Dutcher - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-7301

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Kerry Beaver - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

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Allstate Personal Financial Representative: Ryan Moorhart

204 Pleasant Home Rd

Augusta, GA 30907
703-850-5772

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Allstate Personal Financial Representative: Cecelius Sheffield

2795 Main St W
Ste 18b

Snellville, GA 30078
770-833-4923

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Allstate Personal Financial Representative: Michael Thompson

181 10th St NE
Ste 104

Atlanta, GA 30309
404-695-6008

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Kenneth Zielmanski - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

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Edward Jones - Financial Advisor: Chuck Vazquez, AAMS¿

115 Stovall Street
Unit 3

Cornelia, GA 30531
706-776-7039

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Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

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M. Thad Estes - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5177

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Michael Wagner - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6516

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Edward Jones - Financial Advisor: Andy Copeland

1970 Main St E
Unit D

Snellville, GA 30078
678-344-7649

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Edward Jones - Financial Advisor: Ron Seib, CFP®|ChFC®|AAMS¿

598 South Milledge Ave
Suite 2

Athens, GA 30605
706-549-2950

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Kelvin Pettaway - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1732

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Shelly Mason | Preferred Financial Group

426 W Highland

Monroe, GA 30655
678-516-0824

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Richard Warren

3300 Cumberland Blvd SE

Atlanta, GA 30339
678-419-5042

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Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

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TFA Financial Planning

2940 W. Stubbs Rd.

Atlanta, GA 30349
404-952-9284

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Ashworth Sullivan Wealth Advisors

30000 Mill Creek Ave # 340

Alpharetta, GA 30022
770-771-5812

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Margaret Graff - Ameriprise Financial Services, LLC

999 Peachtree St NE
Ste 2820

Atlanta, GA 30309
855-999-2820

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Fifth Third Private Bank - Nicole Domis

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4583

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Thomas Calvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3156

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Edward Jones - Financial Advisor: Jesse Koorse

90 Glenda Trace
Suite J

Newnan, GA 30265
770-755-9110

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AXA Advisors, Howard M. Burke

5955 Parkway North Blvd
Suite D

Cumming, GA 30040
678-455-4848

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Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

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Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

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Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

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Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

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Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

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Peter Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

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Fazoli's - Coming Soon

21 S. Dixie Avenue

Cartersville, GA 30120
770-334-2221

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Edward Jones - Financial Advisor: Sonny Daniels

1115 Woodstock Rd
Ste 200

Roswell, GA 30075
770-518-1539

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Angela Calvin - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1072

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The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

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Steven Moore - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3650

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Scott B Smith - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3116

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Bleakley Financial

3715 Northside Parkway
Building 100

Atlanta, GA 30327
404-891-9240

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Broadus E Willingham - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2288

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Andrew Chitwood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6604

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Jamie Doss - Ameriprise Financial Services, LLC

1 S Broad St SW

Rome, GA 30161
706-295-4008

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Leslie Cook - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

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Hughes Funding, LLC

1115 Mount Zion Road
Ste 2

Morrow, GA 30260
844-378-4012

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Lee Haverstock - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2272

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Allstate Personal Financial Representative: Pat Nelson

205 N Belair Rd
Ste A

Evans, GA 30809
706-723-9141

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Family Wealth Management Group

81 Crown Mountain Place
A-500

Dahlonega, GA 30533
706-864-8631

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Michael Sanders - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3255

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Charles Weber - Ameriprise Financial Services, Inc.

1501 Johnson Ferry Rd
Ste 125

Marietta, GA 30062
678-285-1202

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Tripp Rawls, CFP? - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3100

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Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

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First Command Financial Advisor - Chelcie Sirvid

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

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Halberg Financial Associates

404-667-0652

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First Command Financial Advisor - Alonzo Portwine

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

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First Command Financial Advisor - Garret Messner

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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First Command Financial Advisor - Ed Patisaul

624 S Houston Lake Rd
Suite 200

Warner Robins, GA 31088
478-333-6517

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Fuller, Frost, Lanier Wealth Management

3638 Walton Way Extension
Suite 300

Augusta, GA 30909
706-261-8575

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Edward Jones - Financial Advisor: Britt Jones, CRPC®

1503 Johnson Ferry Rd
Ste 150

Marietta, GA 30062
770-977-4229

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The Reveille Group - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9358

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David A Sandstrom - Ameriprise Financial Services, LLC

500 Sun Valley Dr
Ste E1

Roswell, GA 30076
770-645-1996

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Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

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Jeff Richardson - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2975

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Allstate Personal Financial Representative: Kenneth Yingling

400 Galleria Pkwy SE
Ste 1160

Atlanta, GA 30339
678-993-3640

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Shirley Wallace - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6393

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Allstate Personal Financial Representative: Donald Colson

785 King George Blvd
Ste G

Savannah, GA 31419
404-403-5253

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Dylan Lantry - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7638

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Wilsons Leather

5900 Sugarloaf Parkway
Spc 535

Lawrenceville, GA 30043
678-847-5170

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Wesley Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7664

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Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

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MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

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Guy Moore - Ameriprise Financial Services, LLC

3133 Golf Ridge Blvd
Ste 201

Douglasville, GA 30135
678-391-0324

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Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

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Campbell Cartledge Bleke - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5178

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Ron King

237 Roswell Drive

Marietta, GA 30060
470-560-6055

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Deidre Webb - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3343

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The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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Michael Altman - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

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Justin D. Streeter, CPA, CFP, APMA - Ameriprise Financial

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

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Edward Jones - Financial Advisor: David R Dodd Jr

63 Macon Street

McDonough, GA 30253
770-898-1735

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New Corporate Xpress

3379 Peachtree Rd NE
Ste 555

Atlanta, GA 30326
844-480-3863

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Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

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Brandon Miller - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9356

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Edward Jones - Financial Advisor: William Thompson

311 North Main Street
Suite 200

Madison, GA 30650
706-752-5136

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The Gudenrath Group - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2244

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Brooke Sberna - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6404

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Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

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L. Dale Wicker - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5956

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Alan Parker - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2898

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Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

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Paul W Horning - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6335

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Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

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Capital Choice: Virgil Hooper

320 W. Lanier Ave
Suite 200

Fayetteville, GA 30214
678-521-1809

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Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

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Proactive Wealth Strategies

533 Johnson Ferry Rd.
Bldg. C Ste 100

Marietta, GA 30068
770-635-4102

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Eastman Financial, LLC

4732 Olde Village Lane

Dunwoody, GA 30338
678-731-9869

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R Kendrick David - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5199

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Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

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National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

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Moore's Wealth Management

210 Washington Street NW
Suite 106

Gainesville, GA 30501
770-535-5000

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Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

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Wealth Management Outfitters

315 Allen Street

Cumming, GA 30040
770-887-6710

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Elliott & Associates Wealth Advisors, Inc.

1225 Johnson Ferry Road
Suite 600

Marietta, GA 30068
770-451-2446

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Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

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Strive Financial Solutions

6400 Powers Ferry Rd NW
Ste 105

Atlanta, GA 30339
678-541-2800

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Mangham-Scott Wealth Management

3715 Northside Parkway
Building 200, Suite 490

Atlanta, GA 30327
404-816-1153

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Daniel Bradley - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-266-6001

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The Hamilton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

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Fujiyama Wealth Management

7000 Central Parkway NE
Suite 260

Atlanta, GA 30328
678-736-5194

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Katy Hartnett - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7047

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H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

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Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

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Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

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Ashley Knox - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8124

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Stark Financial Strategies

305 Cooper Road
Suite 200

Loganville, GA 30052
770-554-9660

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Freedom Wealth Partners

1690 Stone Village Lane NW
Suite 221

Kennesaw, GA 30152
678-831-3561

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Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

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James W Shelden Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2247

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Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

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Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

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Carla D Erikson - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

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Mike Scarbrough - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3882

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Senior Financial Planning, LLC

2551 Roswell Rd NE
Suite 209

Marietta, GA 30062
770-973-5220

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Commonwealth of Atlanta LLC

5909 Peachtree Dunwoody Road
Building D, Suite 990

Sandy Springs, GA 30328
678-842-3100

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Clark Howell - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3024

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Newby-Stahl Advisory Group

411 East 2nd Street

Rome, GA 30161
706-584-7271

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Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

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Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

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James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

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James L O'Quinn - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8101

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Evord Knights - Ameriprise Financial Services, LLC

723 Washington St SW
Ste 5

Gainesville, GA 30501
770-538-0189

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Joshua S. Weber - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2112

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Tomas A Blanno and Company, LLC

8525 Edwardton Dr

Roswell, GA 30076
770-353-6315

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Greg Rose - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7678

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Gita Narayanan - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6836

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Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

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Lynne Kytle - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2961

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Alan L Sitkoff - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3850

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Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

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Kristen Fricks-Roman - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3812

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Jesse Walton Jr. - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

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J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

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Jeremy E Wilson - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8116

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Charlie P. Anderson - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6312

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W. Field Gudenrath - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2283

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Karen Tekulsky - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3513

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Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

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Frank Corrigan - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3541

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Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

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Allstate Personal Financial Representative: Lakesha Johnson

3834 Austell Rd SW
Ste C

Marietta, GA 30008
678-643-6491

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Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

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Baylis Gruber - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7608

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Ray Abernathy - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3655

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Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

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Marcus Hunter - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5747

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Dennis Hendrix - Ameriprise Financial Services, LLC

945 Broadway
Ste 100

Columbus, GA 31901
706-320-2551

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Edward Jones - Financial Advisor: Crystal S Law, CEPA®|AAMS¿

107B Old Montgomeryville Rd NE

Milledgeville, GA 31061
478-295-2556

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Edward Jones - Financial Advisor: Alexx K Franklin, CRPC®

3343 Peachtree Rd NE
Ste 560

Atlanta, GA 30326
404-816-0968

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Mark Sullivan - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3582

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Edward Jones - Financial Advisor: Chris Burns

4810 Burruss Mill Rd

Cumming, GA 30041
770-205-1579

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Edward Jones - Financial Advisor: Richard D Newcomb

4810 Burruss Mill Rd

Cumming, GA 30041
770-205-1579

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Robert MacDonald - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
404-459-9161

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Bob Wang - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1746

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Laura Straehla - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4012

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The Retirement Planner Inc

343 Hoke Chambers Drive
Suite 1051

Trion, GA 30753
321-285-9129

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Southern Insurance Associates of Dunwoody

2394 Mount Vernon Road
Suite 150

Dunwoody, GA 30338
770-392-1818

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Nathan L Link - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-664-3325

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Edward Jones - Financial Advisor: Joseph Consolo II, AAMS¿

974 Milstead Ave NE

Conyers, GA 30012
770-483-0703

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Edward Jones - Financial Advisor: Ginny Johnson

219 Edwards Plaza

St Simons Island, GA 31522
912-634-0200

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Robbin Duren - Ameriprise Financial Services, LLC

1202 Bombay Ln

Roswell, GA 30076
404-591-2450

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Shannon Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

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Manka Kaur - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-995-8671

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Douglas B Roberts - Ameriprise Financial Services, LLC

2300 Windy Ridge Pkwy SE
Ste R-65

Atlanta, GA 30339
770-575-9385

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John Knuth - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5734

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Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

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Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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Angela M De Lion - Ameriprise Financial Services, LLC

1275 Shiloh Rd NW
Ste 2320 & 2321

Kennesaw, GA 30144
678-306-4008

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Jamie Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

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Andreas Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

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Scott King - Ameriprise Financial Services, LLC

1200 Abernathy Rd
Ste 1750

Atlanta, GA 30328
404-460-1734

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Richard Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

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William Grubbs - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

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Eddie Armstrong - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2880

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Edward Jones - Financial Advisor: Will McKenzie

559 Ocean Boulevard

St Simons Island, GA 31522
912-634-6557

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Edward Jones - Financial Advisor: Anthony R Dalton, AAMS¿

1450 Washington St
Suite 100

Clarkesville, GA 30523
706-754-9125

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Edward Jones - Financial Advisor: Gene Fulmer, AAMS¿

200 Westpark Drive
Suite 140

Peachtree City, GA 30269
770-486-0114

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Edward Jones - Financial Advisor: Matt Casto

504 South Harris Street
Suite 2

Sandersville, GA 31082
478-552-6915

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Edward Jones - Financial Advisor: Martin R Titus

583 Highland Crossing
#200

Ellijay, GA 30540
706-635-1616

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Edward Jones - Financial Advisor: Cooper Helm, AAMS¿

6000 Shakerag Hl
Suite 202

Peachtree City, GA 30269
678-519-2848

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Magellan Planning Group

4170 Ashford Dunwoody Road
Suite 480

Atlanta, GA 30319
404-257-8811

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Michael Silver - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-677-1318

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Christopher Aufleger - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
678-456-6210

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Gary Neigeborn - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1767

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The Amos - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

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Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

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Aaron Michael Golden - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3267

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The Pasky Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

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Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

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Travis Echols, Echols Financial Services

1205 Peachtree Parkway
Suite 1104

Cumming, GA 30041
770-889-8887

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Christopher Moseley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6113

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Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

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Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

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The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

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Windward Wealth Management Group - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

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Randy Aufleger - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
678-456-6213

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Edward Jones - Financial Advisor: Mike Williams

438 Courthouse Square

Danielsville, GA 30633
706-795-5940

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Edward Jones - Financial Advisor: Shallan G Farmer

7742 Hampton Place

Loganville, GA 30052
770-554-9775

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Financial Innovations

6111 Peachtree Dunwoody Rd
F 101

Atlanta, GA 30328
404-458-0065

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Brian Connerat - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1771

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Edward Jones - Financial Advisor: Christian Salhuana, CFP®

2440 Sandy Plains Road
Building 20 Suite 100

Marietta, GA 30066
770-977-0074

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Allstate Personal Financial Representative: Rodney Dunn

1899 Cleveland Hwy

Dalton, GA 30721
423-645-6167

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Joe Perdue - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9144

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Levine & Associates - Ameriprise Financial Services, LLC

3725 Lawrenceville-Suwanee Rd
Ste A-7

Suwanee, GA 30024
770-904-2082

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Felix Koos Camacho - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2451

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Cohen, Mackall & Associates - Ameriprise Financial Services, LLC

3655 Brookside Pkwy
Ste 240

Alpharetta, GA 30022
470-545-6833

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Edward Jones

4534 N Valdosta Rd
Suite B

Valdosta, GA 31602
229-375-0830

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Edward Jones - Financial Advisor: Chris Auclair

315 Commercial Drive
Suite B1

Savannah, GA 31406
912-354-1812

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Edward Jones - Financial Advisor: Stephen K James

600 Main Street

Blackshear, GA 31516
912-807-0383

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MacKelfresh & Associates - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
404-459-9161

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Burke B. Murph II

2410 Bemiss Road
Ste A

Valdosta, GA 31602
229-242-4153

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Mullen Financial Planning

1640 Powers Ferry Road Building 2
Suite 200A

Marietta, GA 30067
770-693-2460

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Main Street Financial Group

12640 Crabapple Road
Suite 200

Milton, GA 30004
678-398-4528

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Priscilla Pauley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5942

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Trillium Partners - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3301

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Coastal Mortgage Solutions

1607 Frederica Road
suite 102

St Simons Island, GA 31522
912-268-4064

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Adrian Ganson - Ameriprise Financial Services, LLC

3790 Holcomb Bridge Rd
Ste 202

Peachtree Corners, GA 30092
770-248-2888

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Christopher Reynolds - Ameriprise Financial Services, LLC

3790 Holcomb Bridge Rd
Ste 202

Peachtree Corners, GA 30092
770-248-2888

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Allstate Personal Financial Representative: Susan Lane

2955 Buford Hwy

Duluth, GA 30096
205-515-1365

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Stephen Cardwell - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3203

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First Command Financial Advisor - Genevieve Kubica

888 Kings Bay Rd.
Suite A

Saint Marys, GA 31558
912-642-0640

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Audrey Croft - Ameriprise Financial Services, LLC

515 E Crossville Rd
Ste 130 Bldg 100

Roswell, GA 30075
770-518-8146

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Yeomans Consulting Group Inc.

61 Atlanta Street Southeast

Marietta, GA 30060
770-427-5227

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Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

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S Neal Rhoney - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-564-4266

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Fraser Duke - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1714

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Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

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Tanner Investment Group

119 North Patterson Street

Valdosta, GA 31601
229-232-8211

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Story Wealth Management Group

210 East Ward Street

Douglas, GA 31533
912-384-0030

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Philanthropy Financial

1200 Ashwood Parkway
Suite 140

Atlanta, GA 30338
678-525-5312

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Glass Financial Group

241 West Wieuca Road Northeast
Suite 100

Atlanta, GA 30342
404-255-5043

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Mitchell R. Green - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2979

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Peter Levy - Ameriprise Financial Services, LLC

345 Creekstone Rdg

Woodstock, GA 30188
770-591-7700

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Jackson Merrick - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-365-3579

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Edward Jones - Financial Advisor: Ryan Hale, AAMS¿

119 West Memorial Drive

Dallas, GA 30132
770-505-5333

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Jason Moss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

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WealthFolio Retirement Planning

11340 Lakefield Drive
Suite 200

Johns Creek, GA 30097
678-923-9732

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Professional Associates Wealth Coaching

3535 Roswell Road
Building 30

Marietta, GA 30062
770-578-0257

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Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

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Foundational Wealth Advisory

6501 Peake Road
Building 300

Macon, GA 31210
478-336-5330

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Edward Jones - Financial Advisor: TJ McCurdy

1110 Satellite Blvd NW
Ste 402

Suwanee, GA 30024
770-495-3336

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Edward Jones

3338 E1 Country Club Rd

Valdosta, GA 31602
229-219-0006

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Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

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Jake Bryant - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

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Secure Retirement Solutions, LLC

5280 Mirror Lake Dr

Cumming, GA 30028
404-348-6489

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Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

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Wayne Stoneback - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2964

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Joe Kurelic - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
770-641-0980

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The Zerden Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6482

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Rosenberg Financial Group, Inc.

2517 Moody Road
Suite 100

Warner Robins, GA 31088
478-922-8100

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Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

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Robson Planning Group

3405 Dallas Highway
Suite 820

Marietta, GA 30064
678-391-6987

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Tom Berg - Ameriprise Financial Services, LLC

1165 Northchase Pkwy SE
Ste 255

Marietta, GA 30067
678-397-0601

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Jeremy Reese - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222